Business Beyond Borders: Impactful Insights for CPAs

12 - Exploring the World of Outsourcing: Strategies, Success Stories, and Expert Advice with Mike Walton

Join us for an insightful conversation with Mike Walton, Senior Vice President at QX Global Group, as we explore the world of outsourcing on Business Beyond Borders. Learn about the crucial elements for successful outsourcing journeys, from setting clear expectations to fostering internal communication. In this episode, you will be able to:

1. Understand the critical factors for a successful outsourcing relationship, from strategic planning to effective communication.
2. Gain insights into the best practices for preparing your firm for outsourcing, including internal communication and mindset shifts.
3. Learn practical tips for integrating outsourced team members seamlessly into your existing workflow and company culture.
4. Discover common challenges faced by firms when outsourcing and how to overcome them, including the importance of clear expectations and ongoing feedback.
5. Explore the long-term benefits of outsourcing and how it can contribute to your firm's growth and scalability.

 

Subscribe to our podcast and follow us on your favorite platform to not miss out on future discussions vital for accounting professionals looking to innovate and lead effectively.

 

Reach out to Mike! Visit their website at www.qxglobalgroup.com today!

 

Podbean: https://businessbeyondborders.podbean...

Spotify: https://open.spotify.com/show/1LYaCQZ...

Apple Podcast: https://podcasts.apple.com/ph/podcast...

Youtube: www.youtube.com/@businessbeyondborders-laurence

11 - Revolutionizing Accounting: The Future of Automation with Basis

Dive into the world of accounting innovation with Matt Harpe, Co-Founder of Basis, as we explore the cutting-edge strategies shaping the industry's future. Join us for an insightful conversation that reveals the secrets to revolutionizing your financial practices.In this episode, you will be able to:

 

1. Discover how Basis is transforming traditional accounting practices through innovative automation technologies.
2. Gain insights into the benefits of integrating automated solutions into accounting workflows, from increased accuracy to time savings.
3. Learn from industry experts about the latest trends and advancements in accounting automation and how they are reshaping the profession.
4. Explore real-world case studies and success stories showcasing the impact of automation on businesses of all sizes.
5. Understand the future outlook for accounting professionals in an increasingly automated world and how to stay ahead in the field.

 

Reach out to Matt at matt@ofbasis.com or www.getbasis.ai  for more insights!

 

Subscribe to our podcast and follow us on your favorite platform to not miss out on future discussions vital for accounting professionals looking to innovate and lead effectively.

Podbean: https://businessbeyondborders.podbean...

Spotify: https://open.spotify.com/show/1LYaCQZ...

Apple Podcast: https://podcasts.apple.com/ph/podcast...

Youtube: www.youtube.com/@businessbeyondborders-laurence

10 - Culture, Flexibility, and Trust: Transforming Accounting Firms for Success with Joey Havens

Join us in this episode as we delve into the power of storytelling fostering belonging, embracing flexibility, and investing in HR for success with Joey Havens, a seasoned author, consultant, and retired partner from HORNE LLP. Tune in for actionable insights to revolutionize your firm's approach and thrive in today's ever-evolving landscape. In this episode, you will be able to:

1.  Discover the power of storytelling in accounting firms and how to effectively communicate your firm's impact.
2. Learn strategies for fostering a culture of belonging and trust among team members.
3. Explore the benefits of flexibility in modern accounting practices and how to implement it effectively.
4. Understand the importance of investing in HR and professional development for firm success.
5. Gain actionable insights to transform your firm's culture and drive growth in today's dynamic environment.

 

Reach out to Joey at www.joeyhavens.com for more insights!

 

Subscribe to our podcast and follow us on your favorite platform to not miss out on future discussions vital for accounting professionals looking to innovate and lead effectively.

Podbean: https://businessbeyondborders.podbean...

Spotify: https://open.spotify.com/show/1LYaCQZ...

Apple Podcast: https://podcasts.apple.com/ph/podcast...

Youtube: www.youtube.com/@businessbeyondborders-laurence

09 - Exploring Outsourcing: Strategies and Best Practices in Client Accounting Services with Kane Polakoff

Join us as Kane Polakoff,  Principal, Client Advisory Services Practice Leader of CohnReznick LLP delves deep into the offshore accounting realm, unraveling the intricate threads of success. From cultivating robust leadership to honing recruitment practices and ensuring top-notch quality management. Gain invaluable insights and expert advice on building a resilient and prosperous firm in today's dynamic world. This episode will offer insights into:

 

• Understand the various outsourcing models available for firms, including BPO, captive, and staffing solutions.
• Gain insights into the importance of leadership in offshore operations and how to establish a strong foundation for success.
• Learn about the critical elements of a robust recruiting, onboarding, and training program for offshore teams to ensure seamless integration and performance.
• Discover best practices for quality management and performance evaluation in offshore operations, including setting clear expectations and implementing effective controls.
• Explore innovative approaches to attracting new talent to the accounting profession, including internships, outreach programs, and emphasizing the exciting opportunities in client advisory services.

 

Reach out to Kane by visiting www.cohnreznick.com/people/kane-polakoff  for more insights.

 

Subscribe to our podcast and follow us on your favorite platform to not miss out on future discussions vital for accounting professionals looking to innovate and lead effectively.

08 - Navigating the Accounting Event Landscape: A Deep Dive into Professional Growth Opportunities with Seth Fineberg

Join us for an enlightening episode as we tackle the pressing questions that leaders in accounting firms must address to make their organizations more attractive. Our guest, Seth Fineberg, Founder of Accountants Forward, discusses the essential shifts needed within the profession, focusing on a culture shift, innovative networking, growth strategies, and a LIFE-WORK Balance. This episode will offer insights into:

 

1. Success stories from professionals who have redefined firm management and work-life balance, offering a blueprint for future-focused practices.
2. Firm Leaders need to keep up with the evolving accounting landscape, aiming to enhance appeal to both clients and talent.
3. Innovative networking and professional development methods that differentiate firms in today’s competitive market.
4. Growth opportunities through mergers, acquisitions, and succession planning, with a lens on adaptability and forward-thinking.
5. The transformation of accounting events from traditional gatherings to platforms promoting inclusivity, forward-thinking, and a balanced approach to professional engagement.

Reach out to Seth by visiting www.accountantsforward.com for more insights.

 

Subscribe to our podcast and follow us on your favorite platform to not miss out on future discussions vital for accounting professionals looking to innovate and lead effectively.

07 - Navigating Staff Leasing and Offshoring: Insights from Global Staff Connections with Andrew Mendiola

Join us in another insightful episode as we delve deeper into the world of staff leasing and offshoring. Our guest, Andrew Mendiola, Managing Director of Global Staff Connections, sheds light on benefits, challenges, and strategies for effective offshore talent utilization. In this episode, you will be able to:

1. Discover Global Staff Connections' growth journey and insights.
2. Learn about the benefits and workings of the staff leasing model.
3. Understand challenges and best practices in recruiting and integrating offshore talent.
4. Explore why the Philippines is a top destination for offshoring.
5. Gain practical strategies for leveraging offshore talent effectively.

Get in contact with Andrew Mendiola by emailing him at andy.mendiola@gscph.com or visiting www.globalstaffconnections.com or www.impactglobaltalent.com today!

To stay updated on future episodes and continue learning from industry experts, be sure to subscribe to our podcast and follow us on your favorite podcast platform. Don't miss out on upcoming episodes where we explore more topics relevant to CPAs and professionals in the accounting field!

06 - Optimizing Operations: Strategies for Success in CPA Firms with Andrew Ferrigno

Join us in another insightful episode as we delve deeper the intricacies of optimizing operations within CPA firms, featuring insightful discussions with industry experts. Our guest, Andrew Ferrigno, Managing Director, Whitman Transition Advisors LLC, shares expert strategies and essential tips for addressing skill gaps, leveraging technology effectively, and more! In this episode, you will be able to:

1. Gain valuable insights into key strategies for optimizing operations and driving success within CPA firms.
2. Learn practical techniques for identifying and addressing skill gaps, technology needs, and operational inefficiencies.
3. Understand the importance of aligning executive performance metrics with overall business goals and how to implement effective measurement frameworks.
4. Explore the significance of strategic partnerships in fostering growth and enhancing organizational effectiveness.
5. Acquire actionable tips and best practices for implementing changes and improvements within your organization to achieve sustainable success in the competitive landscape of CPA firms.

 

 

Want to know more about Andrew Ferrigno and Whitman Transition Advisors? Get in contact with Andrew at aferrigno@whitmantransition.com or visit their website at www.whitmantransition.com!

To stay updated on future episodes and continue learning from industry experts, be sure to subscribe to our podcast and follow us on your favorite podcast platform. Don't miss out on upcoming episodes where we explore more topics relevant to CPAs and professionals in the accounting field!

05 - Unlocking Success: Insider Tips for Outsourcing in South America with Agustin Morrone

Join us in another insightful episode as we delve deeper into the secrets to successful outsourcing in South America. Our guest, Agustin Morrone, Co-Founder & VP of Growth, Vintti, shares expert strategies and essential tips for maximizing efficiency and finding top talent. In this episode, you will be able to:

1. Insights into cultural dynamics when outsourcing to India and South America.
2. Key considerations for firms, such as communication styles and team bonding activities.
3. Understanding challenges like hardware procurement and technical skills testing.
4. Discovering available talent in South America for finance and accounting roles.
5. Best practices for successful outsourcing, including clear job descriptions and cultural alignment.

Want to know more about Vintti? Visit their website at www.vintti.com!

To stay updated on future episodes and continue learning from industry experts, be sure to subscribe to our podcast and follow us on your favorite podcast platform. Don't miss out on upcoming episodes where we explore more topics relevant to CPAs and professionals in the accounting field!